@Dashrender said:
The quote indicates leaving 6 billion on the table, i.e. shrinking the market value... sure they are talking about increasing their own share, but the market overall would be shrinking. Wouldn't others step in to bring the market back to the full 9 billion? or am I missing something? the market has already shown that it's willing to pay at least 9 billion to do what they do.
The market was willing to pay $9bn when no other options existed. Other options now exist. Like any market, competition shrinks markets. Just like how IBM, HP and Dell have decimated the server market total size by lowering the cost per company. And how Amazon has. But as we have seen Amazon killing the server market still makes Amazon a LOT of money!